BWG
REZ icon

Beta Wealth Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Beta Wealth Group’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$591K Sell
6,245
-1,737
-22% -$156K 0.22% 77
2026
Q1 		$664K Buy
7,982
+1,084
+16% +$93.1K 0.27% 63
2025
Q4 		$570K Sell
6,898
-329
-5% -$27.6K 0.23% 72
2025
Q3 		$614K Buy
7,227
+179
+3% +$14.9K 0.24% 71
2025
Q2 		$580K Buy
7,048
+115
+2% +$9.48K 0.21% 61
2025
Q1 		$599K Sell
6,933
-1,172
-14% -$97.8K 0.22% 53
2024
Q4 		$657K Sell
8,105
-671
-8% -$57.5K 0.29% 53
2024
Q3 		$779K Sell
8,776
-465
-5% -$38.9K 0.35% 49
2024
Q2 		$711K Sell
9,241
-4,142
-31% -$302K 0.34% 52
2024
Q1 		$964K Buy
13,383
+6,149
+85% +$434K 0.47% 40
2023
Q4 		$532K Sell
7,234
-2,845
-28% -$191K 0.28% 57
2023
Q3 		$665K Buy
10,079
+412
+4% +$29.4K 0.39% 46
2023
Q2 		$708K Buy
9,667
+1,178
+14% +$84.1K 0.41% 46
2023
Q1 		$600K Sell
8,489
-1,405
-14% -$101K 0.34% 50
2022
Q4 		$676K Buy
9,894
+1,834
+23% +$129K 0.45% 45
2022
Q3 		$579K Buy
+8,060
New +$659K 0.42% 46

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Beta Wealth Group's REZ Position: Q2 2026 in Review

Beta Wealth Group reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 22% in Q2 2026, selling an estimated $156K and leaving 6,245 shares worth $591K. The position accounts for 0.22% of the portfolio, ranked #77.

Beta Wealth Group first reported a position in REZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $964K in Q1 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Beta Wealth Group held 6,245 shares of iShares Residential and Multisector Real Estate ETF worth $591K as of Q2 2026.
  • Beta Wealth Group sold 1,737 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $156K.
  • iShares Residential and Multisector Real Estate ETF made up 0.22% of Beta Wealth Group's portfolio in Q2 2026, its #77 holding.
  • Beta Wealth Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • Beta Wealth Group's iShares Residential and Multisector Real Estate ETF position peaked at $964K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.